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Laurel Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.14M Sell
1,070
-47
-4% -$41.3K 0.11% 109
2026
Q1 		$1M Hold
1,117
– – 0.1% 115
2025
Q4 		$640K Hold
1,117
– – 0.08% 127
2025
Q3 		$533K Hold
1,117
– – 0.07% 134
2025
Q2 		$434K Sell
1,117
-65
-5% -$21.7K 0.06% 141
2025
Q1 		$390K Hold
1,182
– – 0.06% 138
2024
Q4 		$429K Sell
1,182
-50
-4% -$19.4K 0.07% 131
2024
Q3 		$482K Buy
1,232
+181
+17% +$62.5K 0.08% 126
2024
Q2 		$350K Hold
1,051
– – 0.06% 138
2024
Q1 		$385K Sell
1,051
-350
-25% -$112K 0.07% 134
2023
Q4 		$414K Hold
1,401
– – 0.08% 125
2023
Q3 		$382K Sell
1,401
-36
-3% -$9.77K 0.08% 127
2023
Q2 		$354K Hold
1,437
– – 0.07% 131
2023
Q1 		$329K Buy
1,437
+867
+152% +$210K 0.07% 136
2022
Q4 		$137K Hold
570
– – 0.03% 182
2022
Q3 		$94K Hold
570
– – 0.02% 204
2022
Q2 		$102K Hold
570
– – 0.02% 202
2022
Q1 		$127K Hold
570
– – 0.03% 200
2021
Q4 		$118K Hold
570
– – 0.02% 206
2021
Q3 		$109K Hold
570
– – 0.02% 207
2021
Q2 		$124K Hold
570
– – 0.03% 199
2021
Q1 		$132K Hold
570
– – 0.03% 184
2020
Q4 		$104K Buy
570
+30
+6% +$5.09K 0.03% 192
2020
Q3 		$81K Hold
540
– – 0.02% 199
2020
Q2 		$68K Hold
540
– – 0.02% 209
2020
Q1 		$63K Hold
540
– – 0.02% 201
2019
Q4 		$80K Hold
540
– – 0.03% 205
2019
Q3 		$68K Hold
540
– – 0.02% 217
2019
Q2 		$74K Hold
540
– – 0.03% 204
2019
Q1 		$73K Hold
540
– – 0.03% 201
2018
Q4 		$69K Buy
+540
New +$70.3K 0.03% 191

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CAT Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) reduced its Caterpillar (CAT) stake by 4.2% in Q2 2026, selling an estimated $41.3K and leaving 1,070 shares worth $1.14M. The position accounts for 0.11% of the portfolio, ranked #109.

Laurel Wealth Advisors (North Carolina) first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 1,070 shares of Caterpillar worth $1.14M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) sold 47 Caterpillar shares in Q2 2026, an estimated $41.3K.
  • Caterpillar made up 0.11% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #109 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.